|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3329||NC||Wake County||$430,000||available||Poe Group Advisors|
This is well rounded CPA firm with a commitment to great client relationships. Staff is very good and produce quality work. Focus on tax and tax planning. THERE ARE NO AUDITS. There is an opportunity to grow the client base and expand with new clients. New clients come from current clients and professional network referrals. Clients come from various industries with most being service based. This is fast growing area with proximity to the Research Triangle Park. This is a great opportunity to start your own firm or add to an existing one.
The ideal buyer should have good public accounting experience with a commitment to getting things done the right way. Experience managing a small staff will be helpful. Client relationships are very important. A buyer with a strong work ethic and motivation to grow the firm should be able to do so through existing referrals from this exceptional client base.